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Caldwell Trust’s iShares California Muni Bond ETF CMF Stock Holding History

Caldwell Trust’s Portfolio CMF Stock Details CMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124K Hold
2,150
– – 0.01% 382
2026
Q1 		$122K Buy
+2,150
New +$124K 0.01% 383

Other funds holding CMF

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Caldwell Trust's CMF Position: Q2 2026 in Review

Caldwell Trust held its iShares California Muni Bond ETF (CMF) position steady in Q2 2026 at 2,150 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #382.

Caldwell Trust first reported a position in CMF in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold CMF as of Q2 2026.

  • Caldwell Trust held 2,150 shares of iShares California Muni Bond ETF worth $124K as of Q2 2026.
  • Caldwell Trust left its iShares California Muni Bond ETF share count unchanged in Q2 2026.
  • iShares California Muni Bond ETF made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #382 holding.
  • Caldwell Trust first reported a position in iShares California Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held iShares California Muni Bond ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.